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Investment Consultant

2 months ago

Birmingham, Birmingham, United Kingdom Isio Group Full time
About the Role

We are seeking a talented Graduate Investment Consultant to join our Investment Advisory team at Isio Group. As a Graduate Investment Consultant, you will play a key role in delivering high-quality investment advice to our clients, ranging from design of an appropriate investment strategy to implementation of the chosen strategy.

Key Responsibilities
  • Work in a client team to assist in the delivery of client advice, setting up asset liability and allocation models to better understand the client's range of potential future outcomes.
  • Prepare and present investment monitoring reports to our clients, evaluating investment cases and current market pricing for asset classes.
  • Present your investment analysis and recommendations to the rest of the team and to clients.
Training and Development

As an Investment Advisory graduate at Isio Group, you can choose whether to study for the Chartered Financial Analyst (CFA) exams or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we'll support you with a study day allowance and tutorials.

What We're Looking For

We're looking for graduates who are articulate with strong communication skills, financial acumen, and a keen interest in financial concepts. If you're passionate about investment and pensions, and want to develop your skills and knowledge in a dynamic and supportive environment, we'd love to hear from you.